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DTSTART;TZID=America/New_York:20211116T180000
DTEND;TZID=America/New_York:20211116T193000
DTSTAMP:20260718T131201
CREATED:20210616T000115Z
LAST-MODIFIED:20210616T000115Z
UID:68269-1637085600-1637091000@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable.  \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211117T113000
DTEND;TZID=America/New_York:20211117T123000
DTSTAMP:20260718T131201
CREATED:20211108T174122Z
LAST-MODIFIED:20211108T201537Z
UID:70925-1637148600-1637152200@cfany.org
SUMMARY:Centennial Speaker Series: Leo Melamed in Conversation with Bob Pisani on Man of the Futures
DESCRIPTION:OverviewA co-sponsored event\, presented by CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nAs the founder of financial futures and initiator of Globex\, the world’s first global electronic trading system\, Leo Melamed revolutionized the finance industry. Join us for a conversation with this commodities pioneer moderated by CNBC senior markets correspondent Bob Pisani. \nCopies of Man of the Futures will be raffled off to attendees. \nAgenda11:30 AM | WELCOME REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\n\n11:35 AM | SPEAKER INTRODUCTIONS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n\n11:38 AM | DISCUSSION \nModerated by Bob Pisani\, Senior Markets Correspondent\, CNBC \n\nLeo Melamed\, Author\, Man of the Futures \n\n\n12:15 PM | AUDIENCE Q&A \n\n12:30 PM | CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-leo-melamed-in-conversation-with-bob-pisani-on-man-of-the-futures/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211117T133000
DTEND;TZID=America/New_York:20211122T170000
DTSTAMP:20260718T131201
CREATED:20211022T171045Z
LAST-MODIFIED:20211026T004758Z
UID:70410-1637155800-1637600400@cfany.org
SUMMARY:Intro to Python for Business & Finance – Cognitir
DESCRIPTION:OverviewA two-day virtual conference\, Presented by Cognitir. \nPython is a high-level\, object-oriented programming language that is used in a variety of projects ranging from data science and machine learning to backend web development. In fact\, it is one of the most in-demand programming languages today. \nLearning Python is a great entry point into the technical world as the syntax is much easier to learn compared to other programming languages. Because of its syntax simplicity\, Python is a common first programming language for business and finance individuals. \nBut\, do not be misinformed though! Just because Python has easier syntax does not make it any less powerful compared to other languages. Many of the world’s tech majors use Python as part of their technical ecosystems. \nThis two-day\, hands-on introductory course teaches students foundational Python concepts and how to use Python’s popular libraries to complete various technical tasks. Students are presented with Python coding challenges throughout the day to test their understanding of the material. The course culminates with a challenging in-class coding project where students apply concepts taught in the course to create a game. \nEarly Bird Rate\n$415 Members | $515 Nonmembers\nEarly Bird Rate expires November 10th \nCourse Curriculum×Course Curriculum\nIntroduction \n\nWhat is Python?\nUse cases\nPython vs. other popular languages\n\nPython Development Environments \n\nBrief tour of Jupyter Notebook\, Sublime Text Editor\, and other IDEs\n\nData Structure Fundamentals \n\nNumbers\nVariables\nStrings\nPrint formatting\nLists\nTuples\nDictionaries\nSets\nBooleans\n\nComparison Operators and Conditionals \n\nIf\, elif\, and else statements\n\nLoops \n\nFor loops\nWhile loops\n\nOther Useful Operators \n\nRange\nZip\nIn\nMin & max\nInput\n\nImporting Libraries \n\nOverview of common libraries\n\nBuilt-in Methods \n\nList methods\nString methods\nDictionary methods\n\nDebugging Code \n\nPrinting variables\nPylint\nUnittest\n\nIn-class Project \nIntroduction to Graphical User Interfaces \n\nWhat is a Widget?\nWidget Basics\nUse Cases\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\nA solid Python foundation\nHands-on Python programming experience\nIntroduction to GUIs\nOverview of different development environments\nOverview of popular Python libraries\nCourse notes\, certificate of completion\, and post-seminar email support for 1 year\nAn engaging and practical training approach with a qualified instructor with relevant technical\, business\, and educational experiences\n\nWho Is This For \nThis course is relevant for any professionals who want to gain a hands-on introduction to Python.
URL:https://cfany.org/event/intro-to-python-for-business-finance-cognitir/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211117T163000
DTEND;TZID=America/New_York:20211117T180000
DTSTAMP:20260718T131201
CREATED:20211005T143252Z
LAST-MODIFIED:20230914T175545Z
UID:70184-1637166600-1637172000@cfany.org
SUMMARY:2nd Annual Niche Investment Strategies Outlook
DESCRIPTION:OverviewLearn how to evaluate and manage niche investment strategies\, generate return premiums\, and think outside the box of traditional investment norms when you attend this focused\, thorough panel event addressing the outlook for niche investment strategies. Panelists will discuss the unique expertise and sophistication required to navigate investment strategies that don’t fit neatly into traditional investment categories\, share their knowledge and experience in pursuing niche investments\, and provide insight into the eccentricities and benefits of these investments that often lack mainstream appeal. \nWhile such investments may be private and relatively illiquid or have complexities that make them more difficult to understand\, therein lie the opportunities. Private equity\, prior to its eventual popularity boom\, provides a historic example. \nAgenda4:30 pm | WELCOMING REMARKS \n\nPhilip Clements\, CFA\, CAIA\, Associate Director\, Record Currency Management \n\n\n4:35 PM | KEYNOTE \n\nChristopher Nutt\, CFA\, CAIA\, Director of Portfolio Management and Restructuring\, YieldStreet \n\n\n4:55 PM | BREAK \n\n5:00 PM | PANEL DISCUSSION \n\nModerator \nGuido Geissler\, CFA\, SVP\, Jefferies\, LLC \nPanelists \nScott Lynn\, Founder\, Masterworks.io \nMaximilian F.  Niederste-Ostholt\, Co-Founder and CFO\, Rally Rd. \nAnthony Zhang\, CEO & Co-Founder\, Vinovest \n\n\n5:45 PM | Q & A \n\n6:00 PM | CLOSING REMARKS \n\nPhilip Clements\, CFA\, CAIA\, Associate Director\, Record Currency Management \n\nAdditional DetailsLearning Outcomes \n\nExplore the ways niche strategies can generate return premiums\nDiscuss the benefits and challenges presented by niche strategies\nUnderstand the goals and demographics of other niche strategy investors
URL:https://cfany.org/event/second-annual-niche-investment-strategies-outlook/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211117T180000
DTEND;TZID=America/New_York:20211117T193000
DTSTAMP:20260718T131201
CREATED:20210628T222208Z
LAST-MODIFIED:20210628T222208Z
UID:68578-1637172000-1637177400@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-33/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211117T180000
DTEND;TZID=America/New_York:20211117T193000
DTSTAMP:20260718T131201
CREATED:20201126T013105Z
LAST-MODIFIED:20211117T194629Z
UID:64790-1637172000-1637177400@cfany.org
SUMMARY:Day in the Life Career Series: Strategy & Corporate Development
DESCRIPTION:OverviewThe Young Leaders Group “Day in the Life” Career  Series aims to provide members with targeted opportunities to meet other professionals in specific business functions in financial services\, exchange ideas\, as well as promote collaboration or possible career opportunities. The events include a panel discussion of speakers working in the focus industry and a networking session for members to get to know each other. \nYoung Leaders Group×Young Leaders Group\nThe Young Leaders Group establishes an inclusive ecosystem for CFA Society New York’s Millennial and Gen Z generations including recent charterholders\, exam candidates\, and university students. The group is focused on developing members’ professional and leadership skills\, fostering of new relationships\, and cultivating an environment to learn from and work with one another. Initiatives include informal networking events\, industry panel discussions\, career development workshops\, and mentorship programs\, among others. Please email ylg@cfany.org to be added to the distribution list and to discover opportunities to get more involved. \nCloseSpeakersVictoria Chok\, CFA\, Transformation Manager\, PepsiCo \nBridget Howell\, Strategic Development & M&A Manager\, Lockheed Martin Corporation \nHarvey Lei\, Director\, Corporate Strategy\, DTCC \nLuis Ochoa\, Vice President\, Strategic Planning\, BNY Mellon Wealth Management \nHayles Walker\, CFA\, Director\, Strategy & Business Development\, Matrix & Fi360\, Broadridge Financial Solutions
URL:https://cfany.org/event/day-in-the-life-career-event-series-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211118T160000
DTEND;TZID=America/New_York:20211118T173000
DTSTAMP:20260718T131201
CREATED:20210616T144035Z
LAST-MODIFIED:20230914T175446Z
UID:68286-1637251200-1637256600@cfany.org
SUMMARY:2022 Outlook for Female Leaders
DESCRIPTION:OverviewExplore the broad outlook for female leaders in a post-pandemic environment when you attend this flagship year-end event\, hosted by our Diversity & Inclusion Forum (DIF) as part of the Collaborative Women in Investment Management (WIM) Initiative. The conversation will focus on the advancement of female leaders of all backgrounds\, specifically drawing on the perspectives of women with long careers in the financial service industry and exploring how aspiring female leaders can look to elevate their careers to the executive level.  \nPanelists will share how their experience informs their outlook on future opportunities and challenges\, taking into consideration the striking range of societal wins and losses faced by women over the course of the COVID pandemic. Register now to join the conversation. \nAgenda4:00 PM | WELCOMING REMARKS \n\nCaroline Busby\, CFA\, Vice President\, BlackRock\, Co-Chair – Diversity & Inclusion Forum\, CFA Society New York \n\n\n4:05 PM | PANEL DISCUSSION \n\nModerator \nAmanda Pullinger\, Chief Executive\, 100 Women in Finance \nPanelists \nBirgit Boykin\, Global Head of Diversity\, Equity and Inclusion for Talent & Culture\, BlackRock \nJoyce Chang\, Chair of Global Research\, J.P Morgan \nSarah Maynard\, Global Head\, External Inclusion & Diversity\, CFA Institute \nSubadra Rajappa\, Managing Director\, Head of US Rates Strategy\, Société Générale \n\n\n4:40 PM | Q&A \n\n5:00 PM |  CLOSING REMARKS \n\nMaggie Wong\, CFA\, Senior Manager\, Product Management\, Silicon Valley Bank \n\n\n5:05 PM | VIRTUAL NETWORKING \n\nTwo (2) 10-Minute Breakout Sessions \n\nAdditional DetailsLearning Outcomes \n\nDiscover lessons we can take from the pandemic on supporting women in the workplace and creating a more diverse and inclusive culture\nDiscuss the impact of the past couple of years on women’s representation in high-level roles\nExplore actions we can take today to provide opportunities and enhance the pipeline of future women executives and to ensure the future of finance is more equitable
URL:https://cfany.org/event/presented-in-partnership-with-collaborative-women-in-investment-management-wim-2022-outlook-for-female-leaders/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Diversity & Inclusion Forum,Global Passport,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211122T090000
DTEND;TZID=America/New_York:20211122T100000
DTSTAMP:20260718T131201
CREATED:20210924T154417Z
LAST-MODIFIED:20230831T175424Z
UID:70058-1637571600-1637575200@cfany.org
SUMMARY:Global Advocacy: Policymakers\, Investors and Beyond - EMEA
DESCRIPTION:Global Advocacy:Policymakers\, Investors and Beyond – EMEAOverviewA Global Policymakers Series (GPS) Event \nHear what CFA Institute’s head of advocacy has planned for the EMEA region. Join us for a conversation about the long- and short-term goals and how societies in Europe can get involved. \nAgenda9:00 PM | WELCOMING REMARKS \n\nHelen Thomas\, CEO\, BlondeMoney; Former Board Member\, CFA Society United Kingdom \n\n\n9:05 AM | INTERVIEW \n\nInterviewer \nEdward O’Loghlen\, CFA\, Head of Investor Relations\, Caixabank S.A.; Member\, CFA Society Spain \n\nInterviewee \nPaul Andrews\, Managing Director – Research\, Advocacy and Standards\, CFA Institute \n\n\n10:00 AM | CLOSING REMARKS \n\nIlke Takimoglu Homris\, CFA\, Executive Director\, CFA Society Istanbul \n\nAdditional DetailsAreas of Focus \n\nCFA Institute’s Advocacy Plans\nGlobal and regional actionable goals
URL:https://cfany.org/event/global-advocacy-policymakers-investors-and-beyond-emea/
LOCATION:Virtual Only
CATEGORIES:Asset Owner Series,CFA Society NY Event,Conference / Seminar,Global Policymakers Series,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211123T133000
DTEND;TZID=America/New_York:20211130T170000
DTSTAMP:20260718T131201
CREATED:20211022T204142Z
LAST-MODIFIED:20211026T004753Z
UID:70419-1637674200-1638291600@cfany.org
SUMMARY:Intro to Data Science for Business & Finance – Cognitir
DESCRIPTION:Please note that you must have taken an introductory Python programming course before attending this workshop. Cognitir will recommend a free\, online Python course to participants\, but this online course must be completed before the start of this data science workshop.This prerequisite Python course takes attendees\, on average\, 8-10 hours to complete and does not need to be completed in one sitting. \nOverviewA two-day virtual conference\, Presented by Cognitir. \nThe amount of data available to organizations and individuals is unprecedented. Financial services sectors\, including securities & investment services and banking\, have the most digital data stored per firm on average. As a result\, financial companies have been on an\ninnovation and technology push to create new\, disruptive technologies that can maximize use of the these data assets to solve some of the industry’s toughest problems. \nThis one-day\, hands-on course provides a structured teaching environment where students learn classic data science methods\, which are used as the bases for many financial technologies. At the end of the workshop\, course participants will have applied the Python programming language and essential data science techniques to solve complex finance problems. \nSpecific areas in finance where the data science skills acquired from this course can be effectively applied include: sentiment analysis\, advanced time series analysis\, risk management\, real-time pricing and economic data analysis\, customer segmentation analysis\, and machine learning algorithm creation for financial technologies. \nEarly Bird Rate\n$415 Members | $515 Nonmembers\nEarly Bird Rate expires November 16th \nCourse Curriculum×Course Curriculum\nIntroduction to Data Science for Finance & Fintech \n\nWhat is data science\, why is it relevant to Finance & Fintech\nExplanation of the hype around data science\, machine learning & big data\n\nThe Data Science Process \n\nHow does the data science process typically look like within an organization?\nOverview of the main steps\nPitfalls & Recommendations\n\nOverview of Other Common Data Science Methods \n\n Supervised vs. unsupervised learning\n\nClassification in Python for Finance & Fintech \n\nWhen to use classification tasks\n Overview and implementation of decision tree classification in Python to obtain better customer insights\n Evaluation of classification tasks using accuracy\, confusion matrices\, expected value\, etc.\n Visualization classification tasks using profit curves\, ROC curves\, AUC\, etc.\n Selecting informative attributes via information gain and entropy analyses\n\nClustering in Python for Finance & Fintech \n\nWhen to use clustering tasks\nOverview and implementation of k-means in Python clustering in Python to understand stock data and optimize portfolios\nImproving k-means and using similarity for predictive modeling\n\nBig Data for Finance \n\nWhat is Big Data and why is Big Data relevant to Finance & Fintech\n How does Big Data relate to the concepts taught in this course\nOverview of most common Big Data technologies\n\nWrap-Up and Summary \nCloseCourse Developers×Course Developers\nDavid Haber \nDavid has led programming workshops at the undergraduate and graduate levels\, at blue chip companies\, and world renowned management consulting firms. \nDavid has experience working with both startups and large corporations. He has filled several leading roles in technology startups. David also worked on optimizing large-scale payment processing systems at Deutsche Bank in Singapore. \nDavid holds an MEng (First-Class Honours) in Computer Science from Imperial College London (UK) where he focused on statistical machine learning. He presented his work at international conferences and won several awards for his work. During his studies\, he also served as a teaching assistant at Imperial College where he helped undergraduate students master fundamental computer science concepts. \n\nNeal Kumar\, CFA\nAt Cognitir\, Neal leads strategy & business development initiatives as well as product management. \nOutside of Cognitir\, Neal consults C-level teams and senior business managers on a variety of strategic topics ranging from M&A to marketing. He also leads training seminars (financial modeling) for Wall Street Prep and has consistently received top reviews from attendees and created two training courses that were used in seminars worldwide. Before his consulting and training careers\, Neal taught secondary mathematics in St. Louis Public Schools (USA) as a Teach for America Corps Member. Prior to joining Teach For America\, Neal worked in investment banking at Lazard\, JPMorgan\, and Houlihan Lokey. \nNeal received his MBA from London Business School (UK) and BBA in Finance from the University of Notre Dame (USA). He is also a CFA Charterholder and a Member of the CFA Institute Education Advisory Committee (EAC) Working Body where he helps shape CFA Program Content. \nCloseAbout Cognitir×About Cognitir\nCognitir\, a global data science training company\, is coming to CFA Society New York on August 10th to deliver a one-day\, programming-based introductory data science workshop. In this course\, participants will use the Python programming language to execute foundational data science tasks on different finance and economics datasets. By the end\, participants will be able to import their own data sets and commence the data science process.This training course will allow you to hit the ground running with executing core data tasks through Python. Cognitir also provides 6 months of email support to attendees as well as a certificate of completion and membership to Cognitir’s growing global alumni network. \nCloseAdditional DetailsWhat This Course Offers \n\n An overview of data science methods relevant to finance and fintech\nHands-on Python programming experience\n Understanding of effective data visualization techniques using Python\nCourse notes\, certificate of completion\, and post-seminar email support for 3 months\nAn engaging and practical training approach with a qualified instructor with relevant\ntechnical\, business\, and educational experiences\n A Computer Science 101 pre-course webinar\n\nWho Is This For \nThis course is relevant for students and professionals who want to gain a hands-on introduction to essential\ndata science methods that are utilized in finance\, fintech\, and business.”
URL:https://cfany.org/event/intro-to-data-science-for-business-finance-cognitir/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211201T120000
DTEND;TZID=America/New_York:20211201T131500
DTSTAMP:20260718T131201
CREATED:20211104T153845Z
LAST-MODIFIED:20230831T174813Z
UID:70612-1638360000-1638364500@cfany.org
SUMMARY:Investment Performance Attribution\, Out of the Box
DESCRIPTION:OverviewStandard investment performance attribution calculation methodologies are often not reflective of the investment decision making process\, which presents a challenge for investment managers who want to clearly connect past decisions to realized returns. Join investment & technology operations consultant Mark R. David\, who manages the Risk & Analytics practice of Meradia\, as he addresses this common challenge and presents a range of solutions. This discussion\, facilitated by the Performance & Risk Analytics interest group\, will explore potential motivations and detailed methods of presenting investment performance attribution analysis in a non-standard manner. \nAgenda12:00 PM | WELCOME REMARKS \n\nJohn Matsikas\, CFA\, CIPM\, SVP\,  Investment Performance\, Voya Investment Management\, Co-Chair of the Performance & Risk Analytics Group\, CFA Society New York \n\n\n12:05 PM | KEYNOTE PRESENTATION \n\nMark David\, CFA\, Director\, Meradia \n\n\n1:00 PM | Q&A \n\n1:15 PM |  CLOSING REMARKS \n\nJohn Matsikas\, CFA\, CIPM\, SVP\,  Investment Performance\, Voya Investment Management\, Co-Chair of the Performance & Risk Analytics Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nDiscuss techniques that can attribute investment performance results to investment decision making\nAddress common challenges of standard investment performance attribution methodologies
URL:https://cfany.org/event/investment-performance-attribution-out-of-the-box/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211201T180000
DTEND;TZID=America/New_York:20211201T193000
DTSTAMP:20260718T131201
CREATED:20210628T222237Z
LAST-MODIFIED:20210628T222237Z
UID:68573-1638381600-1638387000@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-34/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211201T180000
DTEND;TZID=America/New_York:20211201T193000
DTSTAMP:20260718T131201
CREATED:20210625T193022Z
LAST-MODIFIED:20210625T193143Z
UID:68530-1638381600-1638387000@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \n If you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nThis group meeting\, we will focus on Performance \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-9/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Performance & Risk Analytics,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211202T120000
DTEND;TZID=America/New_York:20211202T130000
DTSTAMP:20260718T131201
CREATED:20211108T194623Z
LAST-MODIFIED:20211108T194623Z
UID:70936-1638446400-1638450000@cfany.org
SUMMARY:Centennial Speaker Series: Campbell R. Harvey on DeFi and the Future of Finance
DESCRIPTION:OverviewThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nGovern­ments bailed out the very institutions that let the economy down\, spurring a serious rethink of our financial system. Does it make any sense that it takes two days to settle a stock transaction? Why do retailers\, operating on razor-thin margins\, have to pay 3% for every customer credit card swipe? Why does it take two days to transfer money from a bank account to a brokerage—or any other company? Why are savings rates minuscule or negative? Why is it so difficult for entrepreneurs to get financ­ing at traditional banks? \nIn DeFi and the Future of Finance\, Campbell R. Harvey\, Ashwin Ramachandran\, and Joey Santoro introduce the new world of decen­tralized finance. The book argues that the current financial landscape is ripe for dis­ruption and we are seeing\, in real time\, the reinvention of finance. \nCopies of DeFi and the Future of Finance will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\n\n12:05 PM | PRESENTATION \n\nCampbell R. Harvey\, Author\, DeFi and the Future of Finance \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-campbell-r-harvey-on-defi-and-the-future-of-finance/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211203T120000
DTEND;TZID=America/New_York:20211203T130000
DTSTAMP:20260718T131201
CREATED:20211123T163541Z
LAST-MODIFIED:20211123T172836Z
UID:71142-1638532800-1638536400@cfany.org
SUMMARY:Young Leaders Group Career Fair: Advance Your Career with Aksia
DESCRIPTION:OverviewJoin us on Friday\, December 3 for a virtual session with the alternative investment research and portfolio advisory firm Aksia.  Representatives from their Portfolio Advisory and Private Credit Research teams will discuss their firm’s business\, culture\, and open positions currently available.\n \nMembers that are interested in engaging with Aksia’s recruiting needs are strongly encouraged to review open positions on the company’s website. Please ask any questions you have for the Aksia team \nSpeakers  \nGlen Morisano Jr.\, CFA\, CPA\, Senior Associate\, Private Credit Research Team \nRahul Desai\, CFA\, Senior Portfolio Advisor\, Portfolio Advisory Team \nAbby Wylan\, Recruiter \nYoung Leaders Group×Young Leaders Group\nThe Young Leaders Group focuses exclusively on creating an ecosystem for CFANY’s millennial generation (university students\, exam candidates\, and recent charterholders) to develop their professional and leadership skills\, facilitate in the building of new relationships\, and cultivate an environment to learn from and work with one another. The group hosts quarterly socials\, industry panel discussions\, career development workshops\, among other events\, \nIf you would like to participate in this group\, or attend industry events\, career development workshops\, speaker series\, and networking opportunities\, please contact us at ylg@cfany.org\, to be added to the Young Leaders distribution list or join our LINKEDIN GROUP. \nCloseAgendaWELCOMING REMARKS \n\nCOMPANY OVERVIEW\nCompany overview\, culture\, lines of business\, day-to-day responsibilities \n\nOPEN POSITIONS\nHow to apply\, ideal candidate\, interview process \n\nQ&A SESSION \n\nCLOSING REMARKS
URL:https://cfany.org/event/young-leaders-group-career-fair-advance-your-career-with-aksia/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Group Meeting,Virtual Events & Programming,Young Leaders
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211207T120000
DTEND;TZID=America/New_York:20211207T130000
DTSTAMP:20260718T131201
CREATED:20210607T164908Z
LAST-MODIFIED:20211206T220246Z
UID:68115-1638878400-1638882000@cfany.org
SUMMARY:Value Investing Workshop with Andrew Kahn
DESCRIPTION:OverviewJoin the Value Investing interest group for a virtual lunch-and-learn featuring Andrew Kahn. Andrew will lead attendees on a journey through the history of value investing\, discussing the life and work of Irving Kahn\, one of the esteemed founders of CFA Society New York. Within this context\, Andrew will examine the founding and investing style of Kahn Brothers Group\, which Irving Kahn founded in the late 1970s. \nAttendees will also have the opportunity to see a selection of real-life investment methodology decisions made by the leadership team at Kahn Brothers Group. Learn how the past informs the present when you join in this exciting historical discussion. \nAgenda12:00 PM | OPENING REMARKS \n\nMathias Strohfeldt\, CFA\, Co-Chair – Value Investing Group\, CFA Society New York \n\n\n12:05 PM | FIRESIDE CHAT \nModerated by Jeremy C. Miller\, Executive Director\, J.P. Morgan Asset Management\n\nAndrew Kahn\, Senior Vice President\, Director\, Kahn Brothers Group \n\n\n12:50 PM |  Q&A \n\n1:00 PM |  CLOSING REMARKS \n\nAndrew Auslander\, CFA\, FRM\, Co-Chair – Value Investing Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nGain important context on one of the founders of CFA Society New York\nExplore the investing style and decisions of a legacy firm\nLearn from real-life investment scenarios\n\nSponsored By
URL:https://cfany.org/event/value-investing-workshop-with-andrew-kahn/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211207T170000
DTEND;TZID=America/New_York:20211207T181500
DTSTAMP:20260718T131201
CREATED:20211130T232147Z
LAST-MODIFIED:20211130T233411Z
UID:71185-1638896400-1638900900@cfany.org
SUMMARY:SPACs: The New IPO?
DESCRIPTION:OverviewThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nIn this program\, industry leaders involved in different aspects of taking companies public will discuss the role of SPACs as an increasingly popular alternative to the more traditional IPO\, including: \n\nAddressing upcoming regulatory and legislative scrutiny\nTrends in SPAC structures (e.g.\, anchor investors\, trust accounts\, and redemptions)\nOutlook in 2022 and beyond for the SPAC vs. traditional IPO path to the public markets\nAlignment of incentives among different constituencies in a SPAC\nSPACs as an investment opportunity\n\nThe program will begin with a welcome from David Cowen\, president and CEO\, Museum of American Finance\, followed by an introduction to the program by Michael Harris\, head of capital markets and business development\, Citadel Securities. \nAgenda5:00 PM | WELCOME REMARKS \n\nDavid Cowen\, president and CEO\, Museum of American Finance \n\n\n5:08 PM | INTRODUCTION OF SPEAKERS \n\nMichael Harris\, head of capital markets and business development\, Citadel Securities \n\n\n5:35 PM | PANEL DISCUSSION \n\nModerator \nTBA \nPanelists \nAndrew Cohen\, Founder and CIO\, Difesa Capital Management \nE. Ramey Layne\, Partner\, Vinson & Elkins LLP \nDavid Panton\, Managing Partner\, SPAC Operations\, Navigation Capital Partners\, LP \nEklavya Saraf\, Global Head of SPAC Listings and Managing Director of Listing Services\, Nasdaq \n\n\n6:00 PM | AUDIENCE Q&A \n\n6:15 PM | CLOSING REMARKS \n\nDonna Rapaccioli\, Dean\, Gabelli School of Business\, Fordham University \n\nCo- Sponsored By
URL:https://cfany.org/event/spacs-the-new-ipo/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211207T180000
DTEND;TZID=America/New_York:20211207T193000
DTSTAMP:20260718T131201
CREATED:20210121T164526Z
LAST-MODIFIED:20210121T164526Z
UID:65679-1638900000-1638905400@cfany.org
SUMMARY:Fintech Leadership Group Meeting
DESCRIPTION:Group DescriptionThe mission of the Fintech Thought Leadership Group is to provide information and insight to keep members abreast of innovation and technology that will impact their business. Fintech is the technology that is driving the transformation of the financial services industry. From digital advice and blockchain to alternative data and artificial intelligence\, the group’s goal to ensure CFA Society New York members have a forward looking perspective. \n\nThis group will: \n\nDevelop programs and other initiatives to keep CFA Society New York members informed of cutting edge Fintech innovation relevant to their profession and the financial services industry.\nCollaborate with other CFA Society New York leaderships groups\, the CFAI and other stakeholders to address Fintech related issues impactful to members of the investment community.\nFacilitate discussion and thought leadership within the committee and by engaging with leaders in the greater FinTech ecosystem.\n\n\nJOIN THIS GROUP
URL:https://cfany.org/event/fintech-leadership-group-meeting-17/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Fintech Thought Leadership Group,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211208T090000
DTEND;TZID=America/New_York:20211210T170000
DTSTAMP:20260718T131201
CREATED:20210525T135727Z
LAST-MODIFIED:20211109T165654Z
UID:67969-1638954000-1639155600@cfany.org
SUMMARY:Financial & Valuation Modeling Virtual Boot Camp - Wall Street Prep
DESCRIPTION:Presented by Wall Street Prep\, master financial and valuation modeling in this 3-day intensive virtual boot camp  \nWhat You’ll LearnPerfect for finance professionals and those looking to break into the industry\, our Financial and Valuation Modeling Boot Camp will teach you how to build models the way it’s done on the job. This is the same intensive virtual training used to prepare incoming analysts at top financial institutions. \n\nLearn Financial Modeling\, Valuation\, DCF\, M&A and more!\n Taught by experienced bankers\n Includes Excel model templates\n\nCFANY.org: $1\,359.20 Standard Rate: $1\,699 AgendaPlease note: Each daily session goes from 9AM – 5PM EST \nView Full Syllabus\n\nDay 1 | FINANCIAL STATEMENT MODELING \n\nYou will develop a 3-statement model completely from scratch\, inputting historical data and assumptions to project out financial statements by selecting\, locating\, and developing appropriate projection drivers. \n\n\nDay 2 | DCF MODELING \n\nParticipants learn how to value the company step-by-step\, including how to estimate the weighted average cost of capital (WACC) in the real world\, how to implement commonly used approaches to calculating terminal value\, and how to use data tables to analyze a broad range of scenarios given different assumptions. \n\n\nDay 3 | M&A MODELING \n\nParticipants will build a merger model in Excel to reflect the pro forma impact of various acquisition scenarios. Key topics covered include a quick test of accretion / dilution in all-stock deals\, pricing structures (exchange ratios\, collars\, “walk-away” rights)\, purchase accounting\, and the step-by-step allocation of purchase price. \n\n\nOnline | PRE-SEMINAR EXCEL TRAINING \n\nThis boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher. \n\n\nOnline | POST-SEMINAR ONLINE ACCESS \n\nEnrollment includes lifetime access to the following online course(s): Financial Statement Modeling\, DCF Modeling\, Comps Modeling\, M&A Modeling\, LBO Modeling \n\n×Course Syllabus\nFinancial Statement Modeling\nReview key Excel skills for financial modeling \n\nBasic Excel techniques and keyboard shortcuts\nThe most accurate way to perform Excel’s basic functions without the mouse\nCustomize Excel’s default settings for effective modeling\n\nLearn to format and structure financial models to limit errors and simplify auditing \n\nStandard modeling structures and formulas\nBest practices in modeling\nLearn the correct way to check models for errors\, accuracy and integrity\nCheck and fix circular reference and iteration problems (#REF)\nTools for formula checking and auditing\n\nLearn how to present financial statement model \n\nCreate a ratios page\nPrepare a model for distribution\nLearn summary and sensitivity analysis using data tables\n\nFinancial statement model development \n\nLearn to build projection drivers\nLearn to integrate assumptions into financial models – learn what makes a good assumption\nBuild core statements:\n\nCash flow statement\nBalance sheet\nIncome statement\n\n\nBuild supporting schedules:\n\nDebt schedule\nWorking capital\nInterest schedule\nRetained earnings\nPP&E analysis\n\n\nUnderstand the interconnectivity of the core financial statements and learn how the cash flow statement\, income statement\, and balance sheet are linked.\nLearn to apply automatic “balance checks”\nUnderstand treatment of non-recurring charges and tax implications on financial models\nUnderstand implications of new FASB regulations on financial models used by investment banks and other financial institutions.\n\n\nDCF Modeling\nValuation methodologies deconstructed \n\nLearn market-based valuation\, including comparable company analysis and comparable transaction analysis using appropriate equity and enterprise value multiples (PE\, EV/EBITDA\, etc.)\nIntrinsic valuation\, including DCF and LBO (floor) valuation\nPresentation of valuation results using sensitivity analysis and data tables\n\nEnterprise value relationships \n\nParticipants learn to identify and analyze the elements of the financial statement that are key to the value of an enterprise\, including:\n\nMarket capitalization\nEnterprise value\nOptions\nPreferred stock\nMinority interests\nDebt\nCash and marketable securities\nTreasury Stock Method of Calculating Diluted Shares Outstanding\n\n\n\nCalculate free cash flows using the unlevered valuation approach \n\nUse previously built model to derive unlevered earnings and unlevered free cash flow\nHandle working capital items\, deferred taxes and long-term accruals \n\nDiscount the cash flows \n\nLearn how to derive a discount rate by deriving the cost of debt and the cost of equity\nDerive the cost of capital using CAPM\nSelect the correct discount rates\n\nCalculate the value \n\nEstimating terminal value\nCalculating enterprise value\nUsing the enterprise value to determine implied share prices\n\nSensitivity analysis \n\nAnalyze key input assumptions at various sensitivities\n\n\nM&A Modeling\nBuilding a robust merger model \n\nSetting up a control area for assumptions\nInputting deal assumptions (% cash vs. stock considerations\, purchase premium\, asset write-ups\, advisory fees\, financing fees\, and severance fees)\nCalculating shares outstanding using the treasury stock method\nAppropriate treatment of convertible securities\nAllocating purchase price and calculating goodwill\nPreparing the pushed-down balance sheet\nMaking pro forma balance sheet adjustments\nCalculating sources & uses of funds\nInputting operating & synergy projections\nCalculating the stub year period\nBuilding a pro forma income statement and making appropriate deal-related adjustments to arrive at accretion/dilution per share\nError-checking a merger model and inserting circuit breaker switches where appropriate\nSensitivity analysis: EPS accretion/dilution in stock vs. cash deal; interest rate assumptions\, premium paid\nPre-tax synergies required to break-even\, and break-even PE analysis\nRevenue\, EBITDA\, and Net Income contribution analysis\n\nAdvanced merger accounting \n\nUnderstanding the differences between asset sales (including 338h10 elections) and stock sales\nTaxation issues\, including deferred taxes created by the step-up of asset values\nLegal considerations in acquisitions\n\nCloseWho is this boot camp for?\nInvestment banking analysts and associates\nPrivate equity\, asset management and hedge fund associates\nCorporate finance and business development professionals\nMBA students and business undergraduates\nAnyone seeking to improve their financial modeling skill set\n\nBoot Camp DetailsOverviewScheduleAdditional InformationOverview\nThis boot camp is an intensive virtual training program where trainees learn financial and valuation modeling in Excel using an intuitive\, step-by-step approach. Participants will use real case studies to build financial models from scratch the way it is done at financial institutions. The program is a synthesis of Excel modeling\, navigating through various financial reports\, and the application of accounting\, corporate finance\, and valuation courses. \nSchedule\nVirtual training runs daily from 9am to 5pm. The day will be filled with interactive exercises as learners move back and forth between classroom lecture\, small group breakout rooms\, competitions and 1-on-1 interaction. \nAdditional Information\nWhat’s Included \nComprehensive training materials (manuals and online exercises)\, Detailed reusable modifiable Excel model templates\, Unlimited e-mail support for content-related questions for 12 months post-seminar. \n\nPrerequisites \nThis seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar. \n\nCPE Credit\nEarn 27 CPE Credits for this Seminar \nWall Street Prep is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. \n\nEarn a Certification in Financial Modeling \nCompletion of this boot camp will earn you a Certification in Financial & Valuation Modeling from Wall Street’s #1 training firm. This globally recognized certification demonstrates proficiency in Financial Modeling\, DCF\, Comps and M&A.
URL:https://cfany.org/event/financial-valuation-modeling-virtual-boot-camp-wall-street-prep-6/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Other Industry Events,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211213T180000
DTEND;TZID=America/New_York:20211213T193000
DTSTAMP:20260718T131201
CREATED:20210617T003034Z
LAST-MODIFIED:20211202T181003Z
UID:68332-1639418400-1639423800@cfany.org
SUMMARY:Institutional Asset Management Group Meeting
DESCRIPTION:Group DescriptionThe Institutional Asset Management Group brings together professionals engaged in the management\, oversight\, and/or advisement of institutional investments. Its diverse member base includes investment consultants\, plan sponsors\, insurance professionals\, risk managers\, derivative product specialists\, and portfolio managers and analysts in a wide variety of asset classes. The group nurtures a rich exchange of ideas and information by connecting professionals who are broadly in the same field\, but would not otherwise collaborate and network with one another. \n JOIN THIS GROUP
URL:https://cfany.org/event/institutional-asset-management-group-meeting-12/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Group Meeting,Institutional Asset Management,Interest Group Meetings,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211213T180000
DTEND;TZID=America/New_York:20211213T193000
DTSTAMP:20260718T131201
CREATED:20210615T225533Z
LAST-MODIFIED:20210713T214815Z
UID:68259-1639418400-1639423800@cfany.org
SUMMARY:Business Management Group Meeting
DESCRIPTION:Group DescriptionThe Business Management Group will focus on the non-portfolio management issues that typically confront the COO and other leaders within a money management firm\, such as how to successfully launch and operate a business. These issues include\, business planning\, enterprise technology\, compliance\, market trends\, human resources\, selection of; fund administrators\, accountants\, lawyers and prime and executing brokers\, etc. A key goal of BMIG’s will be to understand the business and other risks associated with running a money management\, while serving as a bridge between the “buy” and “sell” sides. \nIf you would like to participate in this group\, attend industry events and networking opportunities\, or to be added to the Business Management distribution list\, please contact us at bmig@cfany.org or join our LinkedIn Group. \nJOIN THIS GROUP
URL:https://cfany.org/event/business-management-group-meeting-5/
LOCATION:Virtual Only
CATEGORIES:Business Management,CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211214T180000
DTEND;TZID=America/New_York:20211214T193000
DTSTAMP:20260718T131201
CREATED:20210616T000213Z
LAST-MODIFIED:20210616T000213Z
UID:68270-1639504800-1639510200@cfany.org
SUMMARY:Investment Strategy Roundtable
DESCRIPTION:Group DescriptionThe CFA Society New York Investment Strategy Roundtable (the Roundtable) is a series of monthly meetings on current events and market insights. Driven by the diversity of its participants’ expertise and led by volunteer presenters\, the Roundtable fosters an open discussion between members on their views and focuses. Past topics include Chinese consumer loan securitization\, Dallas residential real estate boom\, pre- and post-election market sentiment and the broader implication of manufacturing automation on sector rotation. Whether you are an investment professional\, academician or market enthusiast\, you will surely find something new at the Roundtable.  \nJOIN THIS GROUP
URL:https://cfany.org/event/investment-strategy-roundtable-7/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,NYSSA Investment Strategy Roundtable®,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T120000
DTEND;TZID=America/New_York:20211215T130000
DTSTAMP:20260718T131201
CREATED:20211130T224132Z
LAST-MODIFIED:20211130T224132Z
UID:71180-1639569600-1639573200@cfany.org
SUMMARY:Centennial Speaker Series: Robin Wigglesworth on Trillions - How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever
DESCRIPTION:OverviewThis event is co-sponsored with the CFA Society New York\, the Gabelli Center for Global Security Analysis\, and the Museum of American Finance. \nJoin us for a lunchtime program with Robin Wigglesworth\, the Financial Times‘ global finance correspondent and author of Trillions\, as he discusses the incredible true story of the iconoclastic geeks who defied conventional wisdom and endured Wall Street’s scorn to launch the index fund revolution\, democratizing investing and saving hundreds of billions of dollars in fees. \nFifty years ago\, the Manhattan Project of money management was quietly assembled in the financial industry’s backwaters\, unified by the heretical idea that even many of the world’s finest investors couldn’t beat the market in the long run. The motley crew of nerds—including Gene Fama\, Jack Bogle\, John McQuown\, and Nate Most—succeeded beyond their wildest dreams. Passive investing now accounts for more than $20 trillion\, equal to the entire gross domestic product of the U.S.\, and today is a force reshaping markets\, finance\, and even capitalism itself in myriad subtle but pivotal ways. \nCopies of Trillions will be raffled off to attendees. \nAgenda12:00 PM | WELCOME REMARKS \n\nSris Chatterjee\, Chair\, Gabelli Center for Global Security Analysis \n\n\n12:03 PM | SPEEAKER INTRODUCTIONS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\n12:08 PM | PRESENTATION \n\nRobin Wigglesworth\, Author\, Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever \n\n\n12:45 PM | AUDIENCE Q&A \n\n1:00 PM | CLOSING REMARKS \n\nDavid Cowen\, President\, Chief Executive Officer\, Museum of American Finance \n\nCo- Sponsored By
URL:https://cfany.org/event/centennial-speaker-series-robin-wigglesworth-on-trillions-how-a-band-of-wall-street-renegades-invented-the-index-fund-and-changed-finance-forever/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Other Industry Event,Value Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T140000
DTEND;TZID=America/New_York:20211215T160000
DTSTAMP:20260718T131201
CREATED:20210908T204918Z
LAST-MODIFIED:20230907T202143Z
UID:69838-1639576800-1639584000@cfany.org
SUMMARY:7th Annual Real Estate Outlook: The State of Office Alternatives
DESCRIPTION:OverviewAfter more than a year of working from home\, owners\, operators\, tenants\, and employees are all pondering what the future of office space will look like. This comprehensive discussion will explore how real estate stakeholders are balancing their needs with the anticipated return of the workforce: as summer wanes and fall approaches\, a new reality will emerge that could impact the ongoing resilience of a historically critical asset class and the future of work as we know it. \nAttend this leading-edge event to stay abreast of changing trends and drivers of demand in the commercial real estate ecosystem. Learn how industry idiosyncrasies will influence future space utilization\, discuss flexible and hybrid alternatives\, and explore the primary considerations and impacts for the returning workforce while contextualizing differing design challenges and geographic preferences when you join this discussion. \nAgenda2:00 PM | OPENING REMARKS \n\nMichael Ball\, CFA\, \, Vice Chair of the Alternative Investments Group\, CFA Society New York \n\n\n2:05 PM | KEYNOTE PRESENTATION \n\nSpencer Levy\, Global Chief Client Officer and Senior Economic Advisor\, CBRE \n\n\n2:50 PM | BREAK \n\n3:00 PM | PANEL DISCUSSION\, Q&A \n\nModerator \nAnthony Liu\, CFA\, Managing Director\, Hines \nPanelists \nChristelle Bron\, Senior Managing Director\, CBRE \nLuke D. Goodwin\, Senior Principal\, Walton Street Capital\, L.L.C. \nInes Olesen\, Director\, New York Office\, and Life Science Investments and US Head of Dispositions\, Nuveen \nLiz Simon\, Chief Operating Officer\, Industrious \nRyan Simonetti\, CEO and Co-Founder\, Convene \n\n\n4:00 PM | CLOSING REMARKS \n\nPatrick Nessenthaler\, CFA\, CAIA\, CRE\, Vice Chair of the Alternative Investments Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand the demand drivers\, from a landlord and tenant perspective\, for flexible and hybrid alternatives\nDiscuss the impact of space use decisions on the returning workforce\, including ESG\nCompare different flexible and hybrid office offerings\nHow will hybrid and flexible office alternatives impact building design (e.g.\, floorplates\, load factors\, et cetera) in the future\nResidual demand for central business district office use has recalibrated to a new lower equilibrium. Is this an episodic or systemic trend?\nWith trends toward a more remote workforce\, is the migration away from gateway cities to suburban locations a longer-term trend?\nRecognize the economic impacts of the changing office landscape on owners and tenants and how shifts in usage impact neighborhoods
URL:https://cfany.org/event/7th-annual-real-estate-outlook-the-state-of-office-alternatives/
LOCATION:Virtual Only
CATEGORIES:Alternative Investments,CFA Society NY Event,Conference / Seminar,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211215T180000
DTEND;TZID=America/New_York:20211215T193000
DTSTAMP:20260718T131201
CREATED:20210628T222307Z
LAST-MODIFIED:20210628T222307Z
UID:68577-1639591200-1639596600@cfany.org
SUMMARY:Communication\, Leadership & Public Speaking: hosted by CFANY Toastmasters
DESCRIPTION:OverviewDon’t present timid forecasts to CIOs or shy away from telling clients the hard truth: Let CFANY Toastmasters inject confidence and structure into your verbal and written business communication. Participate in our fun and supportive group and gain the skills to make your investment recommendations the ones that get everyone talking! \nVISIT THE CFANY TOASTMASTERS CLUB WEBSITE>> \nWhat’s in it for you?\nOn Wall Street\, rigorous analysis and airtight logic are only half the battle. To effectively put your investment ideas across\, you need to express yourself clearly and think on your feet.  Being persuasive and self-assured in meetings with colleagues and clients will improve your business results. \nHow does it work?\nDon’t worry: Everyone in CFANY Toastmasters started out sweating\, mumbling\, or with a death grip on the podium. Our program is friendly not faultfinding\, and lets you improve at your pace.  The secret is practice first\, effectiveness later.  You will never learn to become a good public speaker from reading “how to” books.  But you will love the applause following your speeches at Toastmasters and appreciate the value of constructive feedback. \nVisit our club today!\nYou won”t regret it. Toastmasters International currently has more than 200\,000 members in 80 countries.  Our CFANY club has maintained Distinguished Club status or better for several years straight\, which means our members really care about becoming polished speakers and leaders.  Check out a CFANY Toastmasters meeting to see how we can refine your stage presence! \nAdditional DetailsContinuing Education Credits – Sponsored by Kaplan Schweser \n1.5 Credits \nAs part of our commitment to raising professional standards in the industry\, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform\, thereby better enabling us to provide our community with high-quality content and opportunities.
URL:https://cfany.org/event/communication-leadership-public-speaking-hosted-by-cfany-toastmasters-35/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group Meetings,Toastmasters,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20211216T120000
DTEND;TZID=America/New_York:20211216T130000
DTSTAMP:20260718T131201
CREATED:20210310T215449Z
LAST-MODIFIED:20211213T214204Z
UID:66650-1639656000-1639659600@cfany.org
SUMMARY:Quantitative Investing Group Meeting
DESCRIPTION:Group DescriptionThe Quantitative Investing Group brings together professionals seeking to incorporate cutting edge quantitative investment techniques and alternative data sets in their investing and risk processes. Members include (but are not limited to) discretionary and systematic portfolio managers\, risk managers\, traders and fundamental analysts\, data strategists\, quantitative researchers\, and others. The topic covered range from quantitative alpha generation\, big data as well as alternative datasets\, quantamental signals i.e. the intersection of fundamental analysis and quantitative decision making\, mathematical and statistical aspects of modern quantitative analysis\, use of programming languages or quant tools\, Natural Language Processing\, machine learning for investing and risk management\, theory and implementation of AI in finance and more. \nJOIN THIS GROUP \nGuest SpeakerMarshall Alphonso\, Senior Global Lead Engineer\, MathWorks \nMarshall Alphonso specializes in quantitative finance and is currently the global lead engineer for the top five banks. He has over 10+ years’ experience training clients at over 250 companies\, including top hedge funds\, banks and other financial institutions around the world. As advisor to the CRO of McKinsey & Co. Investment Office\, Marshall was responsible for the design and implementation of the fund liquidity framework\, stress testing framework and a multitude of quantitative risk and investment tools\, enabling evaluation of exposures for risk and attribution. Prior experience included use of artificial intelligence and advanced statistical signal processing in communication and geostationary satellite systems. He holds a B.S. in electrical engineering and mathematics from Purdue University and an M.S. in electrical engineering from George Mason University. Additional significant experiences include work with the European Space Agency to present at the UN on high inclination comets\, NIH-sponsored research in proteomics at Harvard University and KISR-sponsored data science research at MIT.
URL:https://cfany.org/event/quantitative-investing-group-meeting-5/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Quantitative Investing,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220110T120000
DTEND;TZID=America/New_York:20220110T133000
DTSTAMP:20260718T131201
CREATED:20211013T172510Z
LAST-MODIFIED:20230828T121134Z
UID:70294-1641816000-1641821400@cfany.org
SUMMARY:Deciphering DeFi: Where Blockchain Meets Wall Street
DESCRIPTION:OverviewCould Aave\, Uniswap\, Compound\, and other emerging cryptocurrencies represent the future of Wall Street? Join our Fintech interest group for an in-depth conversation on the disruptive potential of Decentralized Finance (DeFi)—applications on public blockchains aiming to create financial services without centralized intermediaries. A recent research report from Messari positions DeFi as a set of potential long-term\, world-altering solutions to current challenges. Individuals could use this emerging technology to coordinate financial activities peer-to-peer at a global scale.  \nDelve into the response of traditional centralized finance (CeFi) institutions\, hear objective and diverse perspectives on the current state of DeFi innovation\, and explore potential game changers that could impact DeFi’s scalability and adoption potential when you attend this discussion.  \nAgenda12:00 PM | WELCOMING REMARKS \n\nPeter Seremetis\, CFA\, Vice Chair – Fintech Thought Leadership Group\, CFA Society New York \n\n\n12:05 PM | PANEL DISCUSSION \n\nModerator \nJonathan Boos\, CAIA\, Managing Director\, Head of Sales\, Clear Markets  \nPanelists \nLuigi D’Onorio DeMeo\, CVA\, Senior Director – Head of DeFi\, Ava Labs \nLei Lei\, Institutional Sales Director\, BlockFi \nKristin Smith\, Executive Director\, Blockchain Association \nRyan Watkins\, Senior Research Analyst\, Messari \n\n\n1:10 PM | Q&A \n\n1:30 PM |  CLOSING REMARKS \n\nPeter Seremetis\, CFA\, Vice Chair – Fintech Thought Leadership Group\, CFA Society New York \n\nAdditional DetailsLearning Outcomes \n\nUnderstand what DeFi means in a broader financial services context \nDiscuss potential outcomes and implications for Wall Street \nAnalyze whether DeFi can scale up to become a disruptive force\, or whether it will remain a niche industry segment
URL:https://cfany.org/event/deciphering-defi-where-blockchain-meets-wall-street/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Fintech Thought Leadership Group,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220110T180000
DTEND;TZID=America/New_York:20220110T193000
DTSTAMP:20260718T131201
CREATED:20211223T150716Z
LAST-MODIFIED:20211223T150716Z
UID:71438-1641837600-1641843000@cfany.org
SUMMARY:Veterans Roundtable Group Meeting
DESCRIPTION:Group DescriptionThe Veterans Committee of CFA Society New York\, (a.k.a. Veterans Roundtable) is a special interest group dedicated to supporting prior military service members through professional networking and finance education. Our mission is to establish the foundations from which military veteran members may better achieve leading positions in the financial world. We promote CFA Society New York and CFA Institute programs\, while also being highly active in NYC regional and national-level veteran clubs and affairs. By being active supporters and participants in other veteran organizations\, we are able leverage their networks\, and broaden the reach of CFA Society New York and CFA Institute. Why have such a group? The ethical standards promoted throughout military services worldwide align with Code of Ethics and Standards of Professional Practice of the CFA Institute. Part of what attracts future generations of leaders to the military services is robust support groups that empower access the fullest range of post-military career options\, including the highest levels of finance. Our membership is open to CFA Society New York members\, CFA Charterholders\, CFA program participants\, active duty military service members\, and interested persons dedicated to CFA Institute mission and values. We aim to meet at least six times a year for meetings/socials\, hold a minimum of two CFA Society New York programming events per year\, and actively participate in other veteran organizations at least six times per year.This event will explore the issues of compensation and talent management from the firm perspective. Companies need to understand how to recruit and retain the best talent\, especially in an increasingly tight job market with outside industries such as Tech competing for people once destined for Finance. Owners also need to understand how important company culture\, diversity\, and inclusion is to the mandate of institutional investors. \nJoin Group
URL:https://cfany.org/event/veterans-roundtable-group-meeting-3/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Committee Meeting,Free for Members,Group Meeting,Interest Group,Interest Group Meetings,Veterans,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220111T180000
DTEND;TZID=America/New_York:20220111T193000
DTSTAMP:20260718T131201
CREATED:20211201T143515Z
LAST-MODIFIED:20230907T201401Z
UID:71201-1641924000-1641929400@cfany.org
SUMMARY:New Year Market Outlook
DESCRIPTION:OverviewFinancial managers and analysts can benefit from exploring the perspectives of established market participants\, learning from different ways of thinking\, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format.  \nBy applying this multifaceted approach\, asset managers and analysts will be able to look at opportunities and risks not only in their own markets but also in other markets where overlap may not be immediately apparent. This event will help market participants challenge conventional thinking and gain a clearer understanding of major market factors going into 2022.  \nAgenda6:00 PM | OPENING REMARKS \n\nBrandon Neal\, Vice Chair – Institutional Asset Management Group\, CFA Society New York \n\n\n6:05 PM | PANEL DISCUSSION \n\nModerator \nDavid Allen\, CFA\, Institutional Director\, Schroders \nPanelists \nDaniel Gerard\, Senior Global Multi-Asset Strategist\, State Street Global Markets \nJeffrey Herzog\, Ph. D.\, Portfolio Manager\, Lord Abbett \nJen Liang\, CFA\, Vice President\, Portfolio Manager\, AIG Investments \nDoug Peta\, CFA\, Chief U.S. Investment Strategist\, BCA Research \nAdam Shakoor\, CFA\, Portfolio Manager\, Columbia Threadneedle Investments \n\n\n7:15 PM | Q&A \n\n7:25 PM |  CLOSING REMARKS \n\nVincent Simmons\, CFA\, Vice Chair – Institutional Asset Management Group\, CFA Society New York \n\n\n7:30 PM | ADJOURNMENT \nAdditional DetailsLearning Outcomes \n\nExamine current expectations about market conditions \nLearn from influential asset managers and market strategists \nHear market managers’ strategic direction in the new year \n\nSponsorshipCFA NY thanks the following conference sponsors:Gold Sponsor
URL:https://cfany.org/event/new-year-market-outlook-4/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Conference / Seminar,Institutional Asset Management,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T180000
DTEND;TZID=America/New_York:20220112T184000
DTSTAMP:20260718T131201
CREATED:20211208T170113Z
LAST-MODIFIED:20211208T175706Z
UID:71222-1642010400-1642012800@cfany.org
SUMMARY:2022 Annual Meeting of Members
DESCRIPTION:OverviewThe Annual Meeting of Members will serve to officially elect candidates to the 2022 Board of Directors and the 2022 Nominations Committee. \nSince this meeting will be held virtually\, in-person voting will not be available; please make your vote online by January 10\, 2022. If you have any questions or need a voting accommodation\, please contact elections@cfany.org. \nAgenda6:00 PM | OVERVIEW OF CFA SOCIETY NEW YORK’S FY21 FINANCIALS & MEMBERSHIP STATUS \n\n6:15 PM | ELECTION AND APPOINTMENTS \n\n1) Election of six Directors at Large to the CFA Society New York Board of Directors (“Directors”)\n2) Election of four members to the 2022 Nominations Committee\n3) Appointment of the Society’s auditing firm \n\n\n6:20 PM | Q&A \n\n6:40 PM |  ADJOURNMENT OF ANNUAL MEETING OF MEMBERS
URL:https://cfany.org/event/2022-annual-meeting-of-members/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Virtual Events & Programming
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220112T180000
DTEND;TZID=America/New_York:20220112T193000
DTSTAMP:20260718T131201
CREATED:20211223T233159Z
LAST-MODIFIED:20211223T233159Z
UID:71462-1642010400-1642015800@cfany.org
SUMMARY:Performance & Risk Analytics Group Meeting
DESCRIPTION:Group DescriptionThe Performance & Risk Analytics Group (PRAG) brings together investment performance measurement & investment risk management professionals engaged in the asset management industry. It’s diverse membership consists of\, but is not limited to\, practitioners from asset management firms\, as well as service & software providers. The group meets on a monthly basis to discuss relevant topics and provides networking and continuing education opportunities through its planned events. \nIf you would like to participate in this group\, or attend industry events and networking opportunities\, you can also join our LinkedIn Group.  \nJOIN THIS GROUP
URL:https://cfany.org/event/performance-risk-analytics-group-meeting-10/
LOCATION:Virtual Only
CATEGORIES:CFA Society NY Event,Free for Members,Interest Group,Interest Group Meetings
END:VEVENT
END:VCALENDAR